Wells Fargo & Company shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 182k | 83.82 |
| 2025-06-30 | $13M | 161k | 80.12 |
| 2025-03-31 | $11M | 156k | 71.79 |
| 2024-12-31 | $9.9M | 141k | 70.24 |
| 2024-09-30 | $7.1M | 126k | 56.49 |
| 2024-06-30 | $7.1M | 119k | 59.39 |
| 2024-03-31 | $7.0M | 121k | 57.96 |
| 2023-12-31 | $2.6M | 53k | 49.22 |
| 2023-09-30 | $2.2M | 53k | 40.86 |
| 2023-06-30 | $2.1M | 50k | 42.68 |
| 2023-03-31 | $1.7M | 45k | 37.38 |
| 2022-12-31 | $2.1M | 51k | 41.29 |
| 2022-09-30 | $2.0M | 51k | 40.21 |
| 2022-06-30 | $1.9M | 50k | 39.17 |
| 2022-03-31 | $2.5M | 51k | 48.46 |
| 2021-12-31 | $2.4M | 50k | 47.99 |
| 2021-09-30 | $2.1M | 45k | 46.41 |
| 2021-03-31 | $2.3M | 58k | 39.07 |
| 2020-09-30 | $1.1M | 47k | 23.52 |
| 2020-06-30 | $1.1M | 42k | 25.60 |
| 2020-03-31 | $1.6M | 57k | 28.69 |
| 2019-12-31 | $3.6M | 67k | 53.80 |
| 2019-09-30 | $3.7M | 74k | 50.44 |
| 2019-06-30 | $3.4M | 73k | 47.31 |
| 2019-03-31 | $3.8M | 78k | 48.31 |
| 2018-12-31 | $3.8M | 82k | 46.07 |
| 2018-09-30 | $4.4M | 83k | 52.55 |
| 2018-06-30 | $4.9M | 88k | 55.44 |
| 2018-03-31 | $4.6M | 88k | 52.40 |
| 2017-12-31 | $5.7M | 95k | 60.66 |
| 2017-09-30 | $5.2M | 94k | 55.14 |
| 2017-06-30 | $7.1M | 129k | 55.41 |
| 2017-03-31 | $10M | 183k | 55.66 |
| 2016-12-31 | $1.7M | 30k | 55.09 |
More positions owned by Steward Partners Investment Advisory
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